The true power of the filter bar lies in the ability to create custom filter configurations, save them as reusable user groups, and organize them efficiently.

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Step 1: Add and Configure Filters

The process begins in the lower section of the bar with the Special Filters.
  1. Select Filter(s): Choose one or more of the available special filters (e.g., Readers, UTM/Channel Filter).
  2. Adjust Settings: As soon as you activate a filter, a settings button (with a slider icon) appears next to it. Clicking it opens a context menu where you can define the specific conditions for that filter. Each menu includes a brief explanation of how the filter works. Example: For the “Readers” filter, you can define a minimum visit duration and a minimum number of pages viewed.
You can combine multiple filters to create highly specific segments. For example, you could combine “Readers” with a “UTM/Channel Filter” to display only engaged users from your Google Ads campaigns.

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Step 2: Save the Filter Configuration

When you are satisfied with your filter combination, you can save it as a user group for future use.
  1. Click the Save button (folder icon) in the middle section of the bar.
  2. The “Save Current Filter Configuration” window will open.
  3. Fill in the fields:
    • Filter Name: Enter a descriptive name (e.g., “Engaged Users from Organic Search”).
    • Description (Optional): Add a brief description that explains the purpose of the filter.
    • Category: Assign the filter to a category (e.g., Favorites, User Groups) to make it easier to find later.
  4. Click “Save Filter”.
Your newly created filter will now appear as a clickable button under the selected category in the middle section of the bar.

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Step 3: Manage Saved Filters

Over time, you may save many filters. To keep them organized, you can manage them:
  1. Click the “Edit” button.
  2. The “Manage Saved Filters” modal will open.
  3. Here, you can:
    • Reorder filters: Change the order of filters within a category via drag-and-drop.
    • Change categories: Move a filter to a different category via drag-and-drop (e.g., from Custom to Favorites).
  4. Click “Save Changes” to apply your modifications.